LYNN AND GLORIA JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LYNN AND GLORIA JOHNSON FAMILY FOUNDATION (EIN 41-1407595)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-04
- IRS object ID
- 202542169349100019
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-04T12:37:46-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST FIRST STREET SUITE 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411407595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYNN AND GLORIA JOHNSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNN | BusinessNameControlTxt |
| Phone | 6516495800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 SHEPARD RD | AddressLine1Txt |
| City | SAINT PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551163210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD JOHNSON | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 6516495800 | PhoneNum |
| Signature | 2025-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE HOLLAR | PreparerPersonNm |
| PTIN | P01815213 | PTIN |
| Phone | 2187275025 | PhoneNum |
| Preparation | 2025-07-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,833,054 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $350,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $380,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $380,284 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,318,388 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,313,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,318,388 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,048,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,698,672 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,079 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,079 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $125,332 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,332 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $33,063 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $33,063 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $208 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $364 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $364 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $167,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,443 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $460,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $298,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,587,876 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,540,069 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,054 | CashBOYAmt |
| Cash EOY | $30,742 | CashEOYAmt |
| Cash EOYFMV | $30,742 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,930,716 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,208,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,208,842 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $96,996 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,227,911 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,037,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,061,602 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,661,516 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,256,605 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,531,868 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,946,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,534,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,833,054 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,946,193 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,534,069 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,946,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,534,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,946,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,534,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,946,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,587,876 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,534,069 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,534,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,313,080 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,994,692 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,318,388 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,318,388 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,318,388 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,407 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,407 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,711 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $36,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,711 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,304 | OverpaymentAmt |
| Applied To ES Tax | $22,304 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCADIA MANAGEMENT LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6516495800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 SHEPARD RD | AddressLine1Txt |
| City | SAINT PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551163210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TODD JOHNSON | ||||||||
| 1999 SHEPARD ROAD | ST PAUL | MN | 55116 | PRESIDENT/TREASURER | 0.50 | $0 | $0 | $0 |
| MICHAEL JOHNSON | ||||||||
| 1999 SHEPARD ROAD | ST PAUL | MN | 55116 | VICE PRESIDENT/SECRETARY | 0.50 | $0 | $0 | $0 |
| ROBIN JOHNSON | ||||||||
| 1999 SHEPARD ROAD | ST PAUL | MN | 55116 | ASSISTANT TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,855,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,641,303 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,496,599 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,496,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $217,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,279,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $713,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $713,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,407 | TotalTaxAmt |
| Distributable Before Adj | $692,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $692,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $692,551 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $298,193 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $298,193 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $692,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $322,675 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,630 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $374,305 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $298,193 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $298,193 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $374,305 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $374,305 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $20,053 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 21600 | EAGAN | MN | 55121 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CHABAD STUDENT CENTER AT U OF M | |||||||
| 1121 UNIVERSITY AVENUE SE | MINNEAPOLIS | MN | 554142212 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| JEWISH FAMILY SERVICE OF ST PAUL | |||||||
| 1633 WEST 7TH STREET | ST PAUL | MN | 55102 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| MINNESOTA CHIEFS OF POLICE FOUNDATION | |||||||
| 803 OLD HIGHWAY 8 NW | NEW BRIGHTON | MN | 55112 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE RM 1501 | NEW YORK | NY | 100176745 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| PMC JIMMY FUND | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | PROGRAM SUPPORT | $250 |
| SIX POINTS THEATER | |||||||
| PO BOX 16155 | ST PAUL | MN | 551160155 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| THE JEWISH FEDERATION OF GREATER ST PAUL | |||||||
| 790 CLEVELAND AVENUE S SUITE 227 | ST PAUL | MN | 55116 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | SCHOLARSHIPS | $200,000 |
| WINGS FOR LIFE USA | |||||||
| 2270 D WYOMING NE 130 | ALBUQUERQUE | NM | 87112 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $380,284 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,318,388 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,698,672 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,698,672 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GLORIA JOHNSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 SHEPARD ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $350,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $4,079 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,079 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (30 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC | $152,930 | $143,593 |
| ANHEUSER-BUSCH INBEV WORLDWIDE INC | $200,960 | $207,940 |
| BANK OF AMERICA CORP | $121,684 | $127,401 |
| BLUE OWL CAPITAL CORP | $94,063 | $98,919 |
| BRISTOL-MYERS SQUIBB CO | $205,826 | $216,602 |
| CHENIERE ENERGY PARTNERS LP | $89,542 | $94,655 |
| COMCAST CORP | $203,075 | $213,944 |
| CONSTELLATION BRANDS INC | $98,619 | $100,791 |
| DIAGEO CAPITAL PLC | $203,296 | $213,566 |
| DUKE ENERGY CAROLINAS LLC | $194,678 | $206,170 |
| FLORIDA POWER & LIGHT CO | $192,688 | $205,034 |
| FORD MOTOR CREDIT CO LLC | $191,974 | $198,381 |
| GENERAL MOTORS CO | $94,235 | $97,071 |
| HOME DEPOT INC/THE | $98,905 | $99,465 |
| INTEL CORP | $200,837 | $202,480 |
| INTERNATIONAL BUSINESS MACHINES CORP | $114,681 | $118,754 |
| JOHN DEERE CAPITAL CORP | $196,058 | $206,069 |
| JPMORGAN CHASE | $97,327 | $99,893 |
| LINCOLN NATIONAL CORP | $45,995 | $49,076 |
| LOCKHEED MARTIN CORP | $202,752 | $212,767 |
| MET 254 | $8,011 | $20,950 |
| METLIFE INC | $117,455 | $122,853 |
| PFIZER INVESTMENT ENTERPRISES PTE LTD | $195,132 | $205,266 |
| PHILIP MORRIS INTERNATIONAL LP | $100,378 | $103,662 |
| PHILLIPS 66 CO | $126,508 | $128,873 |
| PRU 879 | $9,722 | $106,192 |
| SOUTHERN CALIFORNIA EDISON CO | $205,258 | $217,388 |
| TEXAS INSTRUMENTS INC | $198,426 | $208,942 |
| UNITED PARCEL SERVICE INC | $197,494 | $206,873 |
| WALT DISNEY CO/THE | $98,096 | $98,298 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INCORPORATED (AFL) | $155,840 | $216,892 |
| AIR PROD & CHEM INC (APD) | $189,443 | $213,777 |
| ALPHABET INC CL A (GOOGL) | $266,719 | $291,398 |
| AMAZON.COM INC | $382,520 | $444,583 |
| AMGEN INC | $20,437 | $144,028 |
| AUTOMATIC DATA PROCESSING | $173,496 | $288,629 |
| CHESAPEAKE ENERGY CORP (CHK) | $149,604 | $147,883 |
| CHEVRON TEXACO CORP | $250,652 | $227,679 |
| CISCO SYS INC (CSCO) | $213,283 | $224,163 |
| CONS STAPLES SEL SECT SPDR FD | $72,667 | $183,845 |
| CONSTELLATION BRANDS INC-A | $141,985 | $166,468 |
| COSTCO WHOLESALE CORP | $35,442 | $497,338 |
| EATON CORP PLC SHS | $97,024 | $226,374 |
| ELI LILLY & CO (LLY) | $149,596 | $205,538 |
| GE AEROSPACE NEW (GE) | $232,521 | $424,871 |
| GE VERNOVA INC (GEV) | $59,064 | $143,554 |
| HEALTH CARE SEL SECT SPDR FD | $54,023 | $197,146 |
| INTL BUSINESS MACHINES CORP (IBM) | $155,795 | $215,111 |
| JPMORGAN CHASE & CO (JPM) | $225,581 | $280,655 |
| LENNAR CORPORATION (LEN) | $248,981 | $308,405 |
| MASTERCARD INC | $326,026 | $562,438 |
| MCDONALDS CORP | $25,170 | $85,567 |
| MEDTRONIC PLC SHS (MDT) | $155,843 | $161,424 |
| META FLATFORMS INC CL A | $152,372 | $460,242 |
| METLIFE INC. | $64,453 | $175,105 |
| MICROSOFT CORP | $292,837 | $702,680 |
| NEXTERA ENERGY INC (NEE) | $90,518 | $139,390 |
| NORFOLK SOUTHERN CORP (NSC) | $156,062 | $170,223 |
| NVIDIA CORPORATION (NVDA) | $149,457 | $289,027 |
| ORACLE CORP (ORCL) | $242,561 | $362,952 |
| PARKER-HANNIFEN CORP | $29,793 | $180,701 |
| PROCTOR AND GAMBLE COMPANY | $40,296 | $145,488 |
| QUALCOMM INC | $75,896 | $184,844 |
| REPUBLIC SERVICES INC (RSG) | $156,048 | $191,401 |
| THE CIGNA GROUP (CI) | $156,120 | $172,874 |
| UBER TECHNOLOGIES INC (UBER) | $148,431 | $161,594 |
| VANGUARD DIV APPRCTN ETF | $268,663 | $465,639 |
| VERIZON COMMUNICATIONS (VZ) | $156,000 | $179,056 |
| WEC ENERGY GROUP INC | $54,389 | $146,867 |
| WELLS FARGO & CO | $22,272 | $75,753 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MN FILING FEE | $25 | $0 | $25 |
| BANK FEES | $339 | $0 | $339 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $125,332 | Amt |
| Net Investment Income | $125,332 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $4,000 | $0 | $0 |
| FOREIGN TAXES | $208 | $208 | $0 |
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